9AT: UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

other names

Adviser Profile

As of Date	03/28/2025
Adviser Type - Large advisory firm
Number of Employees	35 16.67%
of those in investment advisory functions	18 -5.26%
Registration	Kansas, Terminated, 08/15/2014
Other registrations (2)	Texas, Terminated, 08/15/2014 SEC, Approved, 08/11/2014

AUM^*	669,663,839 119.82%
of that, discretionary	628,994,968 106.79%
Private Fund GAV^*	15,796,835 100.00%
Avg Account Size	236,046 71.86%
% High Net Worth	19.99% 4.15%
SMA’s	Yes
Private Funds	1 1
Contact Info	785 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Revenue	$5.3 m
Headquarters	Salina, Kansas, USA

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CAPRICE CAPITAL PARTNERS, LLC	Hedge Fund121.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund93.0k	Total Private Fund GAV121.2m	AUM214.4m	#Funds3
Adviser CUTLER CAPITAL MANAGEMENT	Hedge Fund89.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV89.4m	AUM339.9m	#Funds2
Adviser GABLES CAPITAL MANAGEMENT, INC.	Hedge Fund13.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.5m	AUM423.6m	#Funds1
Adviser MOUNTAINEER PARTNERS MANAGEMENT, LLC	Hedge Fund105.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV105.1m	AUM187.4m	#Funds3
Adviser TENERE CAPITAL, LLC	Hedge Fund512.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV512.4m	AUM512.4m	#Funds5
Adviser FIRST WILSHIRE SECURITIES MANAGEMENT, INC.	Hedge Fund49.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV49.1m	AUM374.9m	#Funds2
Adviser WEBS CREEK CAPITAL MANAGEMENT LP	Hedge Fund406.6m	Liquidity Fund-	Private Equity Fund191.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV598.2m	AUM1.0b	#Funds4
Adviser KANEN WEALTH MANAGEMENT LLC	Hedge Fund147.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV147.8m	AUM340.9m	#Funds2
Adviser TRIANGLE PEAK PARTNERS, LP	Hedge Fund273.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV273.1m	AUM312.5m	#Funds4
Adviser CORNWALL CAPITAL MANAGEMENT LP	Hedge Fund132.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV132.7m	AUM132.7m	#Funds5

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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